We are live on ! Find out more
RSPN icon

Invesco S&P 500 Equal Weight Industrials ETF

138 hedge funds and large institutions have $408M invested in Invesco S&P 500 Equal Weight Industrials ETF in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 38 increasing their positions, 55 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

7.66% more ownership

Funds ownership: 61.22%68.88% (+7.7%)

1% more funds holding

Funds holding: 136138 (+2)

6% less capital invested

Capital invested by funds: $433M → $408M (-$25.8M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

31% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 55

Holders
138
Holders Change
+2
Holders Change %
+1.47%
% of All Funds
1.99%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
15
Increased
38
Reduced
55
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MIH
1
Meitav Investment House
Israel
$42.6M -$716K -15,502 -2%
Bank of America
2
Bank of America
North Carolina
$40.4M -$3.59M -77,619 -8%
AWM
3
Affinity Wealth Management
Delaware
$28.4M +$4.35M +94,091 +18%
KHLMVGHM
4
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$26.9M
Morgan Stanley
5
Morgan Stanley
New York
$25.4M +$522K +11,298 +2%
Goldman Sachs
6
Goldman Sachs
New York
$22.8M -$2.21M -47,839 -9%
LPL Financial
7
LPL Financial
California
$15.8M -$304K -6,588 -2%
DIP
8
Davis Investment Partners
North Carolina
$14.6M -$935K -20,248 -6%
NA
9
NewEdge Advisors
Louisiana
$12.8M +$12.8M +276,720 +5,760%
Wells Fargo
10
Wells Fargo
California
$12.4M -$655K -14,187 -5%
Ameriprise
11
Ameriprise
Minnesota
$10.3M -$143K -3,101 -1%
KAS
12
Kestra Advisory Services
Texas
$9.87M +$1.89M +40,991 +23%
KHLMTHM
13
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$9.53M
CCM
14
Carmel Capital Management
California
$8.09M -$1.39K -30 -0%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$7.82M +$260K +5,621 +3%
WAP
16
Wealthcare Advisory Partners
Pennsylvania
$7.52M +$31.5K +681 +0.4%
UBS Group
17
UBS Group
Switzerland
$6.85M +$1.02M +22,096 +17%
GS
18
GTS Securities
New York
$6.84M +$6.95M +150,540 New
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$6.11M -$451K -9,763 -7%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$5.83M -$7.48M -161,928 -56%
Osaic Holdings
21
Osaic Holdings
Arizona
$5.6M -$2.11M -45,578 -27%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$4.05M -$25.2K -546 -0.6%
TA
23
TKG Advisors
Indiana
$3.36M +$124K +2,687 +4%
SAM
24
SignalPoint Asset Management
Missouri
$3.25M -$23K -498 -0.7%
PAG
25
Private Advisory Group
Washington
$3.04M -$171K -3,703 -5%

RSPN Hedge Fund Activity: Q2 2024 in Review

138 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Industrials ETF (RSPN) for Q2 2024, worth a combined $408M — down 6% from $433M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new RSPN positions and 11 closed out — a net gain of 4 holders — while 38 added to existing stakes and 55 trimmed.

The largest buyer was NewEdge Advisors, adding an estimated $12.8M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $7.48M.

  • 138 institutional investors held Invesco S&P 500 Equal Weight Industrials ETF (RSPN) as of Q2 2024, up from 136 in Q1 2024.
  • Funds reported $408M of Invesco S&P 500 Equal Weight Industrials ETF stock for Q2 2024, down 6% quarter-over-quarter.
  • 15 funds opened new Invesco S&P 500 Equal Weight Industrials ETF positions in Q2 2024 and 11 closed out, a net change of +4 holders.
  • The largest Invesco S&P 500 Equal Weight Industrials ETF buyer in Q2 2024 was NewEdge Advisors, an estimated $12.8M added.
  • The largest Invesco S&P 500 Equal Weight Industrials ETF seller in Q2 2024 was Raymond James Financial Services Advisors, an estimated $7.48M sold.

Based on aggregated 13F filings for Q2 2024.